Filed June 7, 2021 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 28 · EIN 34-1542819 | Investment Management | $26,194 |
Filed as: FIDELITY Service code 28 · EIN 04-3523567 | Investment Management | $17,381 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE INSURANCE COMPANY OF CONN Service code 28 · EIN 06-0566090 | Investment Management | $555 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 5.76% | 5.09%+0.7pp | 5.00%+0.8pp | 7.18%-1.4pp |
| Employer contribution / active EE | $2,779 | $7,393-62.4% | $35,918-92.3% | $13,095-78.8% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |